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Senior Product Manager role leading AI‑powered sales platform at Vanguard in Malvern, PA.
Drive end‑to‑end product from discovery to rollout, building AI agents in finance, with executive sponsorship and compliance focus.
About the Role
Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates routine work, and surfaces the right insight at the right moment. This is a 0→1 build with executive sponsorship.
This is a regulated financial services environment — compliance, auditability, and explainability are built into the product.
You’ll own this product end-to-end — from discovery through scaled rollout — building capabilities that directly impact how sales crew serve our clients.
What You’ll Own
Problem Discovery & Product Sense
Lead continuous discovery with sales users and leaders across multiple roles and channels.
Define what to build, for whom, and in what order.
Platform Build & Execution
Own the product roadmap from MVP through scaled adoption.
Drive phased delivery from pilot through broad rollout.
Make scope and sequencing trade‑offs under real constraints.
Drive product adoption where usage is earned, not mandated.
AI/Agentic Product Development
Define how AI agents behave within the product and what governs that behavior.
Partner with data scientists and engineers on models, recommendations, and generative features.
Product Analytics & Metrics
Own how we measure success and make scale/no‑scale decisions.
Establish baselines and run rigorous pilots.
Cross‑Functional Leadership
Partner with Engineering, Data Science, UX, Sales Leadership, and Compliance to ship with quality.
Drive build/buy/partner decisions.
Required Skills & Experience
7+ years of product management experience, with depth in 0→1 builds through scaled adoption.
Direct experience shipping AI/ML-powered products — LLMs, ML models, and generative features in production.
Experience building agentic AI products.
Strong problem discovery practice.
Rigorous product analytics skills.
Excellent product execution — you prototype, define evals, and drive cross‑functional delivery to production.
Experience with enterprise or B2B products.
Preferred
Background in sales technology or CRM platforms.
Experience in regulated financial services
Familiarity with mobile‑first product design for field‑based users.
Why This Role
You’ll build an AI‑native platform from the ground up inside a Fortune 500 financial services firm — with proprietary data assets, real user scale, and executive support. You’ll define how AI agents work alongside humans in high‑stakes workflows, solving real problems with measurable impact.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long‑term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.